Director, New Client Development
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Job Description
Director leading a team of Regional Vice Presidents to enhance client acquisition at a wealth management firm. Overseeing sales performance, coaching, and operational excellence.
Responsibilities:
- Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.
- Oversee day-to-day team operations, ensuring performance accountability.
- Partner with the VP, New Client Development on evaluations and escalation matters.
- Establish a consistent cadence of coaching, feedback, and performance tracking.
- Deliver hands-on coaching to enhance individual sales effectiveness.
- Reinforce adherence to defined sales processes and best practices.
- Identify performance gaps and implement targeted development plans.
- Strengthen overall team capabilities through ongoing skill development.
- Execute onboarding and training for new RVPs.
- Refine onboarding and ramp processes through continuous feedback.
- Support new hires in efficiently reaching productivity benchmarks.
- Lead weekly team meetings focusing on performance, accountability, and best practices.
- Conduct weekly 1:1 pipeline reviews with each RVP.
- Shadow client or prospect meetings to provide direct coaching and feedback.
- Maintain visibility into pipeline health and sales activity.
- Track individual and team performance against defined metrics.
- Provide regular performance updates and insights to firm leadership.
- Drive accountability through consistent follow-up and coaching.
Requirements:
- Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
- Minimum of 7 years in financial services
- Minimum of 5 years in a sales leadership role
- Proven ability to leverage data analytics and insights to drive results
- Strong leadership and team-building skills with the ability to inspire and motivate a diverse team
- Superior verbal and written communication skills
- Proficiency with Microsoft Office Suite or related software
- Familiarity with Salesforce and support organization functionality
- FINRA Series 65 required
- CFP® or other planning designation preferred
- Ability to travel up to 15% as needed
Benefits:
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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